Sponsored

The Analysis of KWMG, LLC's Holdings & P&L

Currently, KWMG, LLC holds 147 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSV (+19.4K shares, valued at $1.5M), BND (+17.6K shares, valued at $1.3M), XLV (+8.6K shares, valued at $1.3M); decreased their positions in N/A (-4.7K shares, valued at $1.8M), N/A (-4.3K shares, valued at $922.4K), N/A (-7.5K shares, valued at $863.8K); initiated new positions in SPYG (+5.5K shares, valued at $540.4K), SCHF (+15.1K shares, valued at $373.8K), SCHD (+7.9K shares, valued at $241.5K).

1M P&L

+4.7M+0.40%

3M P&L

-92.8M-7.39%

HY P&L

-92.6M-7.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A759.2M

68.1%

2Oil & Gas Refining & Marketing27.5M

2.5%

3Apparel Retail21.0M

1.9%

Top Industries by Stock Count

1N/A69 stocks

51.1%

2Drug Manufacturers - General4 stocks

3.0%

3Packaging & Containers3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS997.1K shares1.48%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR298.3K shares2.97%2026-03-312026-04-09

VOE VANGUARD INDEX FDS207.0K shares1.76%2026-03-312026-04-09

VOT VANGUARD INDEX FDS142.5K shares3.41%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST494.7K shares2.50%2026-03-312026-04-09

TIP ISHARES TR297.9K shares3.76%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS430.2K shares4.26%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR49.6K shares1.37%2026-03-312026-04-09

Sponsored

IVW ISHARES TR250.8K shares2.76%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F501.9K shares2.68%2026-03-312026-04-09

IVE ISHARES TR123.8K shares3.40%2026-03-312026-04-09

HYG ISHARES TR300.3K shares4.52%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS291.2K shares7.13%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS254.1K shares-1.14%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS274.8K shares4.78%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR138.9K shares6.62%2026-03-312026-04-09

Sponsored

VYMI VANGUARD WHITEHALL FDS214.7K shares1.58%2026-03-312026-04-09

MINT PIMCO ETF TR198.9K shares3.56%2026-03-312026-04-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL48.3K shares-8.82%2026-03-312026-04-09

STIP ISHARES TR174.0K shares3.76%2026-03-312026-04-09

VLO VALERO ENERGY CORP69.9K shares-3.83%2026-03-312026-04-09

DVY ISHARES TR109.2K shares3.06%2026-03-312026-04-09

CAH CARDINAL HEALTH INC77.6K shares-3.37%2026-03-312026-04-09

VGT VANGUARD WORLD FD23.2K shares-0.62%2026-03-312026-04-09

Sponsored

NEAR ISHARES U S ETF TR317.1K shares5.03%2026-03-312026-04-09

GLW CORNING INC117.0K shares-4.84%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F308.8K shares5.09%2026-03-312026-04-09

IGSB ISHARES TR294.1K shares5.55%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP72.2K shares-5.64%2026-03-312026-04-09

AVUS AMERICAN CENTY ETF TR126.1K shares2.24%2026-03-312026-04-09

SHV ISHARES TR125.7K shares4.26%2026-03-312026-04-09

BOND PIMCO ETF TR149.4K shares4.04%2026-03-312026-04-09

Sponsored

USMV ISHARES TR137.2K shares3.53%2026-03-312026-04-09

SMH VANECK ETF TRUST28.4K shares-0.79%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR236.2K shares2.10%2026-03-312026-04-09

ROST ROSS STORES INC49.7K shares-0.47%2026-03-312026-04-09

TJX TJX COS INC NEW64.2K shares0.69%2026-03-312026-04-09

MPC MARATHON PETE CORP41.7K shares1.46%2026-03-312026-04-09

NRG NRG ENERGY INC67.6K shares1.04%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR114.6K shares3.04%2026-03-312026-04-09

Sponsored

NFG NATIONAL FUEL GAS CO97.2K shares1.45%2026-03-312026-04-09

CTRA COTERRA ENERGY INC249.7K shares1.95%2026-03-312026-04-09

DVN DEVON ENERGY CORP NEW171.0K shares1.62%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR76.3K shares7.10%2026-03-312026-04-09

MO ALTRIA GROUP INC127.0K shares2.02%2026-03-312026-04-09

DAL DELTA AIR LINES INC124.9K shares1.80%2026-03-312026-04-09

AFL AFLAC INC75.6K shares2.55%2026-03-312026-04-09

KR KROGER CO114.4K shares2.96%2026-03-312026-04-09

Sponsored

TRV TRAVELERS COMPANIES INC28.1K shares2.40%2026-03-312026-04-09

T AT&T INC277.4K shares2.57%2026-03-312026-04-09

TXT TEXTRON INC91.3K shares1.79%2026-03-312026-04-09

ROK ROCKWELL AUTOMATION INC22.0K shares1.84%2026-03-312026-04-09

AMGN AMGEN INC22.2K shares1.64%2026-03-312026-04-09

MSFT MICROSOFT CORP21.0K shares3.30%2026-03-312026-04-09

EIX EDISON INTL106.1K shares2.36%2026-03-312026-04-09

SYF SYNCHRONY FINANCIAL113.6K shares2.17%2026-03-312026-04-09

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV95.8K shares2.96%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS30.2K shares2.59%2026-03-312026-04-09

SEE SEALED AIR CORP NEW172.9K shares2.39%2026-03-312026-04-09

CSL CARLISLE COS INC21.1K shares2.52%2026-03-312026-04-09

HOMB HOME BANCSHARES INC259.9K shares2.99%2026-03-312026-04-09

DG DOLLAR GEN CORP58.9K shares1.29%2026-03-312026-04-09

SIXG ETF SER SOLUTIONS100.8K shares0.47%2026-03-312026-04-09

COF CAPITAL ONE FINL CORP37.6K shares2.98%2026-03-312026-04-09

Sponsored

BA BOEING CO34.1K shares3.11%2026-03-312026-04-09

CNI CANADIAN NATL RY CO65.4K shares3.64%2026-03-312026-04-09

PB PROSPERITY BANCSHARES INC98.8K shares3.02%2026-03-312026-04-09

AON PLC AON PLC20.4K shares3.61%2026-03-312026-04-09

PFE PFIZER INC233.7K shares4.03%2026-03-312026-04-09

HD HOME DEPOT INC18.9K shares3.20%2026-03-312026-04-09

SW SMURFIT WESTROCK PLC148.9K shares3.77%2026-03-312026-04-09

EMN EASTMAN CHEM CO76.9K shares5.09%2026-03-312026-04-09

Sponsored

AAPL APPLE INC22.7K shares-3.59%2026-03-312026-04-09

IGV ISHARES TR71.5K shares3.68%2026-03-312026-04-09

IVV ISHARES TR8.5K shares-0.09%2026-03-312026-04-09

IP INTERNATIONAL PAPER CO149.1K shares4.31%2026-03-312026-04-09

AAL AMERICAN AIRLINES GROUP INC486.4K shares4.78%2026-03-312026-04-09

KMB KIMBERLY-CLARK CORP54.1K shares5.96%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.6K shares1.58%2026-03-312026-04-09

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC99.8K shares10.43%2026-03-312026-04-09

Sponsored

VUG VANGUARD INDEX FDS10.4K shares0.68%2026-03-312026-04-09

LEN LENNAR CORP49.8K shares6.72%2026-03-312026-04-09

BBWI BATH & BODY WORKS INC213.6K shares9.07%2026-03-312026-04-09

VTI VANGUARD INDEX FDS11.5K shares0.24%2026-03-312026-04-09

WHR WHIRLPOOL CORP66.8K shares8.73%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS12.8K shares-2.17%2026-03-312026-04-09

NVDA NVIDIA CORPORATION13.4K shares-1.58%2026-03-312026-04-09

Sponsored

PEJ INVESCO EXCHANGE TRADED FD T39.4K shares2.53%2026-03-312026-04-09

QNITY ELECTRONICS INC QNITY ELECTRONICS INC16.5K shares-31.20%2026-03-312026-04-09

MUB ISHARES TR17.6K shares-5.65%2026-03-312026-04-09

SUB ISHARES TR17.4K shares-6.59%2026-03-312026-04-09

AMZN AMAZON COM INC7.9K shares-2.46%2026-03-312026-04-09

MEAR ISHARES U S ETF TR30.7K shares-7.11%2026-03-312026-04-09

SHM SPDR SERIES TRUST30.2K shares-4.11%2026-03-312026-04-09

VCR VANGUARD WORLD FD3.8K shares-2.94%2026-03-312026-04-09

Sponsored

HYMB SPDR SERIES TRUST48.5K shares-7.86%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.2K shares-8.37%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F20.3K shares-10.24%2026-03-312026-04-09

IEFA ISHARES TR11.1K shares-0.44%2026-03-312026-04-09

VO VANGUARD INDEX FDS3.5K shares-2.97%2026-03-312026-04-09

HON HONEYWELL INTL INC4.0K shares-0.30%2026-03-312026-04-09

XITK SPDR SERIES TRUST6.0K shares-13.55%2026-03-312026-04-09

IJH ISHARES TR12.7K shares-0.48%2026-03-312026-04-09

Sponsored

COST COSTCO WHOLESALE CORPORATION789 shares-1.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC2.6K shares-17.63%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T1.1K shares4.98%2026-03-312026-04-09

UPRO PROSHARES TR6.8K shares0.19%2026-03-312026-04-09

SDY SPDR SERIES TRUST4.5K shares1.08%2026-03-312026-04-09

PG PROCTER & GAMBLE CO4.2K shares-14.07%2026-03-312026-04-09

NGL NGL ENERGY PARTNERS LP49.1K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON2.3K shares-1.18%2026-03-312026-04-09

Sponsored

SPYG SPDR SERIES TRUST5.5K sharesnew addition2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS881 shares22.70%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO1.7K shares-1.03%2026-03-312026-04-09

LOW LOWES COS INC2.1K shares-2.20%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR4.6K shares-10.13%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC2.9K shares-0.63%2026-03-312026-04-09

SYK STRYKER CORPORATION1.4K shares0.21%2026-03-312026-04-09

KO COCA COLA CO6.2K shares-7.62%2026-03-312026-04-09

Sponsored

IJR ISHARES TR3.7K shares-2.50%2026-03-312026-04-09

VT VANGUARD INTL EQUITY INDEX F3.1K shares1.11%2026-03-312026-04-09

VB VANGUARD INDEX FDS1.6K shares0.94%2026-03-312026-04-09

JEF JEFFERIES FINANCIAL GROUP IN10.2K shares-9.44%2026-03-312026-04-09

ARES ARES MANAGEMENT CORPORATION3.8K shares0.00%2026-03-312026-04-09

IJJ ISHARES TR2.9K shares2.37%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR15.1K sharesnew addition2026-03-312026-04-09

IGF ISHARES TR5.5K shares-6.66%2026-03-312026-04-09

Sponsored

VXUS VANGUARD STAR FDS4.7K shares-6.49%2026-03-312026-04-09

CAT CATERPILLAR INC501 shares-0.40%2026-03-312026-04-09

MCD MCDONALDS CORP1.0K shares-0.10%2026-03-312026-04-09

ABBV ABBVIE INC1.4K shares-1.06%2026-03-312026-04-09

PZA INVESCO EXCH TRADED FD TR II13.1K shares-0.16%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR11.4K shares7.92%2026-03-312026-04-09

GRMN GARMIN LTD1.2K shares0.99%2026-03-312026-04-09

META META PLATFORMS INC483 shares-23.21%2026-03-312026-04-09

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.1K shares0.00%2026-03-312026-04-09

TQQQ PROSHARES TR5.9K shares-9.20%2026-03-312026-04-09

TMUS T-MOBILE US INC1.2K shares-4.20%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR7.9K sharesnew addition2026-03-312026-04-09

PWR QUANTA SVCS INC436 shares-12.45%2026-03-312026-04-09

FTEC FIDELITY COVINGTON TRUST1.1K sharesnew addition2026-03-312026-04-09

WFC WELLS FARGO & CO2.9K shares-0.96%2026-03-312026-04-09

PPA INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-09

Sponsored

HYD VANECK ETF TRUST4.2K shares-4.35%2026-03-312026-04-09

BROADCOM INC BROADCOM INC665 shares1.53%2026-03-312026-04-09

MXCT MAXCYTE INC25.8K shares0.00%2026-03-312026-04-09

VEA

VANGUARD TAX-MANAGED FDS

1.48%

Shares997.1K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

2.97%

Shares298.3K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

1.76%

Shares207.0K

Event2026-03-31

Filed2026-04-09

VOT

VANGUARD INDEX FDS

3.41%

Shares142.5K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

2.50%

Shares494.7K

Event2026-03-31

Filed2026-04-09

TIP

ISHARES TR

3.76%

Shares297.9K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

4.26%

Shares430.2K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

1.37%

Shares49.6K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

2.76%

Shares250.8K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

2.68%

Shares501.9K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

3.40%

Shares123.8K

Event2026-03-31

Filed2026-04-09

HYG

ISHARES TR

4.52%

Shares300.3K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

7.13%

Shares291.2K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

-1.14%

Shares254.1K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SCOTTSDALE FDS

4.78%

Shares274.8K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

6.62%

Shares138.9K

Event2026-03-31

Filed2026-04-09

VYMI

VANGUARD WHITEHALL FDS

1.58%

Shares214.7K

Event2026-03-31

Filed2026-04-09

MINT

PIMCO ETF TR

3.56%

Shares198.9K

Event2026-03-31

Filed2026-04-09

SEAGATE TECHNOLOGY HLDNGS PL

-8.82%

Shares48.3K

Event2026-03-31

Filed2026-04-09

STIP

ISHARES TR

3.76%

Shares174.0K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

-3.83%

Shares69.9K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

3.06%

Shares109.2K

Event2026-03-31

Filed2026-04-09

CAH

CARDINAL HEALTH INC

-3.37%

Shares77.6K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

-0.62%

Shares23.2K

Event2026-03-31

Filed2026-04-09

NEAR

ISHARES U S ETF TR

5.03%

Shares317.1K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

-4.84%

Shares117.0K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

5.09%

Shares308.8K

Event2026-03-31

Filed2026-04-09

IGSB

ISHARES TR

5.55%

Shares294.1K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

-5.64%

Shares72.2K

Event2026-03-31

Filed2026-04-09

AVUS

AMERICAN CENTY ETF TR

2.24%

Shares126.1K

Event2026-03-31

Filed2026-04-09

SHV

ISHARES TR

4.26%

Shares125.7K

Event2026-03-31

Filed2026-04-09

BOND

PIMCO ETF TR

4.04%

Shares149.4K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES TR

3.53%

Shares137.2K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

-0.79%

Shares28.4K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

2.10%

Shares236.2K

Event2026-03-31

Filed2026-04-09

ROST

ROSS STORES INC

-0.47%

Shares49.7K

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

0.69%

Shares64.2K

Event2026-03-31

Filed2026-04-09

MPC

MARATHON PETE CORP

1.46%

Shares41.7K

Event2026-03-31

Filed2026-04-09

NRG

NRG ENERGY INC

1.04%

Shares67.6K

Event2026-03-31

Filed2026-04-09

XLP

SELECT SECTOR SPDR TR

3.04%

Shares114.6K

Event2026-03-31

Filed2026-04-09

NFG

NATIONAL FUEL GAS CO

1.45%

Shares97.2K

Event2026-03-31

Filed2026-04-09

CTRA

COTERRA ENERGY INC

1.95%

Shares249.7K

Event2026-03-31

Filed2026-04-09

DVN

DEVON ENERGY CORP NEW

1.62%

Shares171.0K

Event2026-03-31

Filed2026-04-09

XLC

SELECT SECTOR SPDR TR

7.10%

Shares76.3K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

2.02%

Shares127.0K

Event2026-03-31

Filed2026-04-09

DAL

DELTA AIR LINES INC

1.80%

Shares124.9K

Event2026-03-31

Filed2026-04-09

AFL

AFLAC INC

2.55%

Shares75.6K

Event2026-03-31

Filed2026-04-09

KROGER CO

2.96%

Shares114.4K

Event2026-03-31

Filed2026-04-09

TRV

TRAVELERS COMPANIES INC

2.40%

Shares28.1K

Event2026-03-31

Filed2026-04-09

AT&T INC

2.57%

Shares277.4K

Event2026-03-31

Filed2026-04-09

TXT

TEXTRON INC

1.79%

Shares91.3K

Event2026-03-31

Filed2026-04-09

ROK

ROCKWELL AUTOMATION INC

1.84%

Shares22.0K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

1.64%

Shares22.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

3.30%

Shares21.0K

Event2026-03-31

Filed2026-04-09

EIX

EDISON INTL

2.36%

Shares106.1K

Event2026-03-31

Filed2026-04-09

SYF

SYNCHRONY FINANCIAL

2.17%

Shares113.6K

Event2026-03-31

Filed2026-04-09

LYB

LYONDELLBASELL INDUSTRIES NV

2.96%

Shares95.8K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

2.59%

Shares30.2K

Event2026-03-31

Filed2026-04-09

SEE

SEALED AIR CORP NEW

2.39%

Shares172.9K

Event2026-03-31

Filed2026-04-09

CSL

CARLISLE COS INC

2.52%

Shares21.1K

Event2026-03-31

Filed2026-04-09

HOMB

HOME BANCSHARES INC

2.99%

Shares259.9K

Event2026-03-31

Filed2026-04-09

DOLLAR GEN CORP

1.29%

Shares58.9K

Event2026-03-31

Filed2026-04-09

SIXG

ETF SER SOLUTIONS

0.47%

Shares100.8K

Event2026-03-31

Filed2026-04-09

COF

CAPITAL ONE FINL CORP

2.98%

Shares37.6K

Event2026-03-31

Filed2026-04-09

BOEING CO

3.11%

Shares34.1K

Event2026-03-31

Filed2026-04-09

CNI

CANADIAN NATL RY CO

3.64%

Shares65.4K

Event2026-03-31

Filed2026-04-09

PROSPERITY BANCSHARES INC

3.02%

Shares98.8K

Event2026-03-31

Filed2026-04-09

AON PLC

3.61%

Shares20.4K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

4.03%

Shares233.7K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

3.20%

Shares18.9K

Event2026-03-31

Filed2026-04-09

SMURFIT WESTROCK PLC

3.77%

Shares148.9K

Event2026-03-31

Filed2026-04-09

EMN

EASTMAN CHEM CO

5.09%

Shares76.9K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-3.59%

Shares22.7K

Event2026-03-31

Filed2026-04-09

IGV

ISHARES TR

3.68%

Shares71.5K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.09%

Shares8.5K

Event2026-03-31

Filed2026-04-09

INTERNATIONAL PAPER CO

4.31%

Shares149.1K

Event2026-03-31

Filed2026-04-09

AAL

AMERICAN AIRLINES GROUP INC

4.78%

Shares486.4K

Event2026-03-31

Filed2026-04-09

KMB

KIMBERLY-CLARK CORP

5.96%

Shares54.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

1.58%

Shares9.6K

Event2026-03-31

Filed2026-04-09

DUPONT DE NEMOURS INC

10.43%

Shares99.8K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

0.68%

Shares10.4K

Event2026-03-31

Filed2026-04-09

LEN

LENNAR CORP

6.72%

Shares49.8K

Event2026-03-31

Filed2026-04-09

BBWI

BATH & BODY WORKS INC

9.07%

Shares213.6K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

0.24%

Shares11.5K

Event2026-03-31

Filed2026-04-09

WHR

WHIRLPOOL CORP

8.73%

Shares66.8K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-2.17%

Shares12.8K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-1.58%

Shares13.4K

Event2026-03-31

Filed2026-04-09

PEJ

INVESCO EXCHANGE TRADED FD T

2.53%

Shares39.4K

Event2026-03-31

Filed2026-04-09

QNITY ELECTRONICS INC

-31.20%

Shares16.5K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-5.65%

Shares17.6K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

-6.59%

Shares17.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-2.46%

Shares7.9K

Event2026-03-31

Filed2026-04-09

MEAR

ISHARES U S ETF TR

-7.11%

Shares30.7K

Event2026-03-31

Filed2026-04-09

SHM

SPDR SERIES TRUST

-4.11%

Shares30.2K

Event2026-03-31

Filed2026-04-09

VCR

VANGUARD WORLD FD

-2.94%

Shares3.8K

Event2026-03-31

Filed2026-04-09

HYMB

SPDR SERIES TRUST

-7.86%

Shares48.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-8.37%

Shares4.2K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

-10.24%

Shares20.3K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-0.44%

Shares11.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-2.97%

Shares3.5K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

-0.30%

Shares4.0K

Event2026-03-31

Filed2026-04-09

XITK

SPDR SERIES TRUST

-13.55%

Shares6.0K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-0.48%

Shares12.7K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-1.00%

Shares789

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-17.63%

Shares2.6K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

4.98%

Shares1.1K

Event2026-03-31

Filed2026-04-09

UPRO

PROSHARES TR

0.19%

Shares6.8K

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

1.08%

Shares4.5K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-14.07%

Shares4.2K

Event2026-03-31

Filed2026-04-09

NGL

NGL ENERGY PARTNERS LP

0.00%

Shares49.1K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-1.18%

Shares2.3K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

22.70%

Shares881

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-1.03%

Shares1.7K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-2.20%

Shares2.1K

Event2026-03-31

Filed2026-04-09

XLY

SELECT SECTOR SPDR TR

-10.13%

Shares4.6K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

-0.63%

Shares2.9K

Event2026-03-31

Filed2026-04-09

SYK

STRYKER CORPORATION

0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-7.62%

Shares6.2K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-2.50%

Shares3.7K

Event2026-03-31

Filed2026-04-09

VANGUARD INTL EQUITY INDEX F

1.11%

Shares3.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.94%

Shares1.6K

Event2026-03-31

Filed2026-04-09

JEF

JEFFERIES FINANCIAL GROUP IN

-9.44%

Shares10.2K

Event2026-03-31

Filed2026-04-09

ARES

ARES MANAGEMENT CORPORATION

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

IJJ

ISHARES TR

2.37%

Shares2.9K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

New

Shares15.1K

Event2026-03-31

Filed2026-04-09

IGF

ISHARES TR

-6.66%

Shares5.5K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

-6.49%

Shares4.7K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-0.40%

Shares501

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-1.06%

Shares1.4K

Event2026-03-31

Filed2026-04-09

PZA

INVESCO EXCH TRADED FD TR II

-0.16%

Shares13.1K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

7.92%

Shares11.4K

Event2026-03-31

Filed2026-04-09

GRMN

GARMIN LTD

0.99%

Shares1.2K

Event2026-03-31

Filed2026-04-09